Remove a Therapist

Please read all of the instructions before beginning the process of removing a therapist. 

In the system:

1. Select and remove the color from the therapist's schedule (working hours), in Therapist and Resource Schedules, set appropriate effective date.
   1. Click Administration 
   2. Select Therapist & Resource Schedules
   3. Select the therapist from the drop-down menu
   4. Click Edit to update the schedule.
   5. Deselect Working Hour Types, by making sure the Clinic selected is <None>. Then click and drag to un-color the blocks until no Working Hours remain. 
   6. Set appropriate Effective Date and click OK.
2. Remove therapist from any custom schedule layouts.
   1. Right-click on the Schedule, select Layout then Edit.
   2. Highlight the therapist you wish to remove and click the Red Arrow button to remove them from the active schedule "Display Order" (on the right) to "Therapists" (on the left).
      • Save your edits as Global if other users access that same layout.
      • When the therapist has been unscheduled with no visits and no working hours, they will be removed automatically from the default layout.
3. OPTIONAL: In order for the therapist not to show on the Charges & Documentation drop-down menu, delete the therapist from the Therapist table. (This cannot be undone!)
   1. Click Administration
   2. Select General Information
   3. Locate Users/Therapists and click Therapists

      WARNING: Therapists should only ever be deleted after all billing and documentation have been completed, with no chance of needing to re-bill.

4. Do NOT remove the Clinic Association. (Users/Therapists | Therapists by Clinic, etc)
5. Do NOT delete from Providers table.
6. The last step is to disable the Username (do NOT delete).
   1. Click Administration.
   2. Select Users
   3. Select the user you wish to disable.
   4. Right-click and select 'Toggle Enabled'. This should remove the check mark next to the users name, disabling their access to your database.